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Roger Soo - Estate and Pension Planning Strategies

675 Third Ave, Suite 900
New York , NY 10017
Phone:
  • 646-898-3555 or 212 879-8989
Fax:
  • 646-898-3556

Calculators

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We are dedicated to providing our clients with financial products and services tailored to their unique and specific needs. Our focus is on building lasting relationships with our clients based upon trust. Through those relationships we are able to develop a comprehensive, cohesive financial strategy.

 
We specialize in retirement planning, estate planning, business continuation and asset protection strategies, to implement life insurance.
 
 
 
 
 
 

 

Roger Soo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC675 Third Ave, Suite 900, New York , NY 10017, Tel: 646 898-3555 . All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck